About this role:
Wells Fargo is seeking a Lead Retail Investment Research Analyst.
The Investment Research position is within the Global Securities Research group of Wells Fargo Investment Institute. WIM Investment Research Analysts share a commitment to our clients' investment success and satisfaction. From a top down perspective, we provide clear prescriptive advice regarding how portfolios should be allocated within each equity sector depending on the market cycle.
We also manage several thematic recommended lists. Our investment philosophy can vary depending on investment style; however, the common core within this bottom up approach is companies that have a competitive advantage supported by quality management and appropriate financial strength.
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The Retail Investment Research Analyst is responsible for providing timely, well-supported investment advice on equity and fixed income securities to support the onshore analysts team.
In this role, you will:
- Conduct equity or fixed income research studies
- Manage research analysts in studies of industry groups
- Evaluate individual securities, classes of securities, or the development of quantitative decision making models
- Perform financial research
- Make buy, sell, or hold recommendations
- Develop and maintain information on credit ratings of corporate, municipal, or state fixed income issuers
- Manage a category of mutual fund or client accounts
- Provide unique and differentiated insight for industries under coverage
- 5+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- A Masters of Business Administration (MBA) or Chartered Financial Analyst (CFA) Designation.
- Excellent verbal, written, and interpersonal communication skills.
- Solid critical thinking skills.
- Solid decision making skills.
- Ability to develop partnerships and collaborate with other businesses and functional areas.
- Knowledge and understanding of investment research, portfolio analysis or quantitative finance.
- Knowledge and understanding of derivatives and structured products.
- Knowledge and understanding of international markets, borrowers, and investors.
- Knowledge and understanding of Investment tools such as Bloomberg or Factset applications.
- Researching of individual securities to isolate critical variables and formulate sound investment advice by gathering, reading and analyzing information.
- Presenting commentary and equity sector advice to onshore analysts for further discussion and potential publishing
- Supporting onshore analysts by covering multiple equity sectors and/or fixed income sectors
- Proactively responding to developments/news of high interest to onshore analysts
- Reviewing of financial documents, news reports, press releases and regulatory filings and other event notices to determine the scope of the event and any action that needs to be taken by the onshore analysts
- Compiling fundamental and economic data
- Performing financial analysis
- Developing and maintaining databases and forecasts to determine appropriate valuations
- Writing research reports to reflect company, sector and market developments.
- Other duties and reporting functions as assigned.
31 Oct 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.